Mexican Economic Development Inc
FMX- Exchange
- NYSE
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0001061736
In the last 90 days, Mexican Economic Development Inc insiders filed 1 open-market purchase and 0 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $8.29B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Mexican Economic Development Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 261
- +23 vs. Q3 2022
- Shares held
- 78.1M
- +2.73M (+3.6%) vs. Q3 2022
- Total value
- $6.10B
- +$1.36B (+28.8%) vs. Q3 2022
- New holders
- 41
- 93 more added
- Sold out
- 18
- 88 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FMX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 343 | $8.29B |
| Q1 2026 | 308 | $6.88B |
| Q4 2025 | 295 | $6.29B |
| Q3 2025 | 278 | $6.22B |
| Q2 2025 | 283 | $7.10B |
| Q1 2025 | 275 | $6.57B |
| Q4 2024 | 290 | $5.78B |
| Q3 2024 | 314 | $6.41B |
| Q2 2024 | 309 | $6.96B |
| Q1 2024 | 330 | $8.71B |
| Q4 2023 | 334 | $9.23B |
| Q3 2023 | 309 | $7.63B |
| Q2 2023 | 294 | $7.95B |
| Q1 2023 | 264 | $7.00B |
| Q4 2022 | 261 | $6.10B |
| Q3 2022 | 240 | $4.74B |
| Q2 2022 | 248 | $4.63B |
| Q1 2022 | 240 | $5.29B |
| Q4 2021 | 242 | $5.18B |
| Q3 2021 | 243 | $6.00B |
| Q2 2021 | 240 | $6.03B |
| Q1 2021 | 232 | $5.50B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Veriti Management LLC | 7,562 | $590.8K | 0.08% | +126+1.7% | Added |
| YorkBridge Wealth Partners, LLC | 7,584 | $592.5K | 0.15% | −819−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,764 | $606.9K | 0.00% | −958−11.0% | Reduced |
| Brinker Capital Investments, LLC | 7,887 | $616.1K | 0.01% | −1,023−11.5% | Reduced |
| Profund Advisors LLC | 8,425 | $658.2K | 0.04% | +405+5.0% | Added |
| Comerica Bank | 7,723 | $666.0K | 0.01% | +25+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 8,675 | $677.7K | 0.01% | +8,675 | New |
| Prudential Financial Inc | 9,084 | $709.6K | 0.00% | +1,956+27.4% | Added |
| The PNC Financial Services Group, Inc. | 9,241 | $721.9K | 0.00% | −3,295−26.3% | Reduced |
| Pitcairn Co | 9,290 | $725.7K | 0.07% | +1,335+16.8% | Added |
| Regions Financial Corp | 9,624 | $751.0K | 0.01% | +38+0.4% | Added |
| FDx Advisors, Inc. | 9,834 | $768.0K | 0.03% | +780+8.6% | Added |
| Barclays PLC | 10,154 | $793.2K | 0.00% | +3,643+56.0% | Added |
| Franklin Resources Inc | 10,339 | $807.7K | 0.00% | +2,561+32.9% | Added |
| Captrust Financial Advisors | 10,368 | $809.9K | 0.00% | +59+0.6% | Added |
| Marks Group Wealth Management, Inc | 10,410 | $813.2K | 0.11% | −446−4.1% | Reduced |
| Qube Research & Technologies Ltd | 10,438 | $815.4K | 0.00% | +6,398+158.4% | Added |
| Clearline Capital LP | 10,951 | $855.5K | 0.15% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,083 | $944.0K | 0.01% | +2,149+21.6% | Added |
| Verition Fund Management LLC | 12,500 | $976.5K | 0.02% | +8,208+191.2% | Added |
| Stifel Financial Corp | 12,950 | $1.01M | 0.00% | +8,656+201.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 13,110 | $1.02M | 0.42% | 00.0% | Unchanged |
| Creative Planning | 13,495 | $1.05M | 0.00% | +1,618+13.6% | Added |
| Bank of New York Mellon Corp | 13,817 | $1.08M | 0.00% | +4,578+49.6% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,871 | $1.08M | 0.01% | −140−1.0% | Reduced |
| Janney Montgomery Scott LLC | 13,948 | $1.09M | 0.00% | +1,966+16.4% | Added |
| Cumberland Partners Ltd | 14,000 | $1.09M | 0.12% | +14,000 | New |
| Y-Intercept (Hong Kong) Ltd | 14,049 | $1.10M | 0.16% | +9,169+187.9% | Added |
| Ethic Inc. | 14,160 | $1.11M | 0.06% | +3,910+38.1% | Added |
| Massachusetts Financial Services Co | 14,530 | $1.14M | 0.00% | −16,970−53.9% | Reduced |
| Beach Investment Counsel Inc | 14,597 | $1.14M | 0.14% | −2,503−14.6% | Reduced |
| Oldfield Partners LLP | 15,900 | $1.24M | 0.22% | +1,300+8.9% | Added |
| Capital Fund Management S.A. | 16,252 | $1.27M | 0.03% | −15,921−49.5% | Reduced |
| Mirabella Financial Services LLP | 16,284 | $1.27M | 0.11% | +16,284 | New |
| State Street Corp | 16,856 | $1.32M | 0.00% | −2,300−12.0% | Reduced |
| Quadrature Capital Ltd | 17,988 | $1.41M | 0.04% | +17,988 | New |
| Islet Management, LP | 20,000 | $1.56M | 2.91% | −30,000−60.0% | Reduced |
| Deltec Asset Management LLC | 20,000 | $1.56M | 0.45% | +500+2.6% | Added |
| Qtron Investments LLC | 20,355 | $1.59M | 0.33% | +3,099+18.0% | Added |
| Aquatic Capital Management LLC | 22,000 | $1.72M | 0.13% | +20,900+1,900.0% | Added |
| GFS Advisors, LLC | 22,800 | $1.78M | 0.40% | +22,800 | New |
| Wells Fargo & Company | 23,343 | $1.82M | 0.00% | −788−3.3% | Reduced |
| Simplex Trading, LLC | 24,242 | $1.89M | 0.09% | −16,045−39.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 24,812 | $1.94M | 0.01% | −611,040−96.1% | Reduced |
| Squarepoint Ops LLC | 25,168 | $1.97M | 0.01% | +25,168 | New |
| Keybank National Association | 25,289 | $1.98M | 0.01% | −1,062−4.0% | Reduced |
| Solstein Capital, LLC | 25,394 | $1.98M | 1.66% | +5,694+28.9% | Added |
| Ruffer LLP | 27,000 | $2.12M | 0.14% | +9,000+50.0% | Added |
| Guggenheim Capital LLC | 27,741 | $2.17M | 0.02% | +647+2.4% | Added |
| Mariner, LLC | 29,539 | $2.31M | 0.01% | +84+0.3% | Added |
| Davenport & Co LLC | 31,586 | $2.47M | 0.02% | −715−2.2% | Reduced |
| Dorsey Wright & Associates | 32,652 | $2.55M | 0.74% | +32,652 | New |
| Bank of Montreal | 32,438 | $2.58M | 0.00% | −3,103−8.7% | Reduced |
| Neuberger Berman Group LLC | 34,331 | $2.68M | 0.00% | −2,657−7.2% | Reduced |
| Crossmark Global Holdings, Inc. | 35,226 | $2.75M | 0.07% | +918+2.7% | Added |
| Cary Street Partner Investment Advisory LLC | 35,893 | $2.80M | 0.21% | +7,990+28.6% | Added |
| Vanguard Group Inc | 36,327 | $2.84M | 0.00% | +6,523+21.9% | Added |
| Portland Global Advisors LLC | 36,606 | $2.86M | 0.53% | +761+2.1% | Added |
| Employees Retirement System of Texas | 37,025 | $2.89M | 0.04% | +20,419+123.0% | Added |
| First Republic Investment Management, Inc. | 38,476 | $3.01M | 0.01% | −2,765−6.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 40,456 | $3.16M | 0.18% | −13,987−25.7% | Reduced |
| MMBG Investment Advisors Co. | 41,723 | $3.26M | 0.43% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 42,622 | $3.33M | 0.65% | −424−1.0% | Reduced |
| Fifth Third Bancorp | 44,356 | $3.47M | 0.02% | −6,417−12.6% | Reduced |
| Truist Financial Corp | 45,035 | $3.52M | 0.01% | −3,177−6.6% | Reduced |
| Acadian Asset Management LLC | 46,882 | $3.66M | 0.02% | +36,294+342.8% | Added |
| Natixis Advisors, L.P. | 48,428 | $3.78M | 0.01% | −3,759−7.2% | Reduced |
| American Century Companies Inc | 52,940 | $4.14M | 0.00% | +30,170+132.5% | Added |
| Fayez Sarofim & Co | 56,435 | $4.41M | 0.02% | −150−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 56,574 | $4.42M | 0.03% | −75,414−57.1% | Reduced |
| Sustainable Growth Advisers, LP | 56,967 | $4.45M | 0.03% | −16,397−22.4% | Reduced |
| Lighthouse Investment Partners, LLC | 57,081 | $4.46M | 0.82% | +57,081 | New |
| Voloridge Investment Management, LLC | 61,771 | $4.83M | 0.03% | +61,771 | New |
| National Bank of Canada | 62,812 | $4.91M | 0.01% | +62,746+95,069.7% | Added |
| Susquehanna Fundamental Investments, LLC | 66,046 | $5.16M | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 66,048 | $5.16M | 0.08% | −3,379−4.9% | Reduced |
| Jump Financial, LLC | 73,785 | $5.76M | 0.30% | −26,207−26.2% | Reduced |
| Jarislowsky, Fraser Ltd | 75,462 | $5.90M | 0.04% | −4,622−5.8% | Reduced |
| Vontobel Asset Management Inc | 80,853 | $6.08M | 0.05% | −73,833−47.7% | Reduced |
| US Bancorp | 78,957 | $6.17M | 0.01% | −3,038−3.7% | Reduced |
| Deprince Race & Zollo Inc | 84,200 | $6.58M | 0.15% | −7,500−8.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 86,274 | $6.74M | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 88,915 | $6.95M | 0.00% | +31,663+55.3% | Added |
| Northcape Capital Pty Ltd | 89,765 | $7.01M | 0.86% | −42,783−32.3% | Reduced |
| Citigroup Inc | 90,207 | $7.05M | 0.01% | +12,468+16.0% | Added |
| Morningstar Investment Services LLC | 90,937 | $7.09M | 0.10% | +1,620+1.8% | Added |
| Jane Street Group, LLC | 103,056 | $8.02M | 0.02% | +31,820+44.7% | Added |
| PEAK6 Investments LLC | 104,606 | $8.17M | 0.45% | +88,601+553.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 109,776 | $8.58M | 0.05% | +109,776 | New |
| Gamco Investors, Inc. Et Al | 111,424 | $8.70M | 0.09% | −3,150−2.7% | Reduced |
| Perpetual Investment Management Ltd | 117,681 | $9.19M | 1.10% | +20,299+20.8% | Added |
| CIBC Private Wealth Group, LLC | 236,340 | $9.39M | 0.03% | −3,480−1.5% | Reduced |
| Norges Bank | 130,339 | $10.2M | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 133,387 | $10.4M | 0.04% | +22,233+20.0% | Added |
| Susquehanna International Group, LLP | 134,872 | $10.5M | 0.02% | +52,933+64.6% | Added |
| Ameriprise Financial Inc | 135,299 | $10.6M | 0.00% | −791−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 139,000 | $10.9M | 0.21% | −8,300−5.6% | Reduced |
| Levin Capital Strategies, L.P. | 142,318 | $11.1M | 1.50% | +142,318 | New |
| Citadel Advisors LLC | 143,344 | $11.2M | 0.01% | +51,046+55.3% | Added |
| Coerente Capital Management | 147,906 | $11.6M | 2.55% | +6,772+4.8% | Added |